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Exclude the Unreleased Balance from the Available Credit calculation

  • June 11, 2024
  • 3 replies
  • 50 views

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Hi All,

 

Is there a setting that can exclude the Unreleased Balance from the Available Credit calculation?

 

 

Best answer by nhatnghetinh

Hi @driesdeklerk50 

In my opinion, Customization is needed to do this.

 

Best Regards,

NNT

3 replies

nhatnghetinh
Captain II
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Hi @driesdeklerk50 

Please go to “Release AR Documents” screen > See if there are any unreleased documents for this customer? If there are unreleased documents, please check and process these unreleased documents.

 

Best Regards,

NNT


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  • Author
  • Jr Varsity III
  • June 11, 2024

Thank you for your reply NNT, but I want to know if there is a setting to exclude the unreleased balances from the available credit calculation. The customer don't want to process the unreleased docs.

 

Hope it makes sense.

 

thx

Dries


nhatnghetinh
Captain II
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  • Captain II
  • Answer
  • June 11, 2024

Hi @driesdeklerk50 

In my opinion, Customization is needed to do this.

 

Best Regards,

NNT